Sentences with phrase «fund advisers»

I can't understand why so many mutual fund advisers seem incapable of building a portfolio with a coherent strategy.

Written for the plan sponsor community, it gives pension fund advisers, consultants and others serving this industry inside information on investment patterns, trends and strategies.

When the job of research funding adviser at another university came up I jumped at the opportunity.

You should also be aware that the quality of financial planning you get from mutual fund advisers varies widely.

A small number of mutual fund advisers charge you their fee directly instead of being paid through commission.

Most of those are gone now because fund advisers discovered an ugly truth: small accounts stay small.

One such breed is the research link officer or research funding adviser.

Author is not a registered mutual fund adviser and does not give mutual fund or stock investment advice.

What to watch out for The biggest problem with mutual fund advisers in Canada is excessive fees.

REITs, such as Dundee or H&R (which recently bought Corus's Toronto head office), might also put in bids, as may pension fund advisers representing smaller funds, speculates Yanovski.

Of course, there is no guarantee that the contacts you make within your own particular institution — whether funding advisers, careers staff, or other workers — will have all of the answers you seek, or give infallible advice.

On May 1, 2017, Rondure Global Advisors, headquartered in Salt Lake City and one of the nation's few woman - owned fund advisers, launched Rondure New World Fund (RNWIX / RNWOX) and Rondure Overseas Fund (ROSIX / ROSOX).

Besides, what incentive is there for an American Funds adviser to tell you to buy actual real estate for example when they can recommend an American Funds real estate focused mutual fund they would get paid a commission on?

The piece discusses how the U.S. Securities and Exchange Commission's focus on private fund advisers has shifted from learning and information gathering to examination and enforcement activity.

A venture of Hamilton and Seattle - based pension fund adviser Kennedy Associates Real Estate Counsel Inc. would pay about $ 138 million for the four - building complex, built between 1981 and 1984, sources said.

In one deal, the Boston - based pension fund adviser sold a nearly 99,000 - square - foot office building at 1100 Lake Cook Rd. in Buffalo Grove that is under a long - term lease to FedEx Corp..

Chip, our technical director and founding partner, has been looking at the possibility of aggregating interesting content from fund advisers and making it widely available.

As you may have guessed by now, I'm a research funding adviser.

Defended mutual fund advisers in the consolidated Market Timing multidistrict litigation (MDL) proceedings, class and institutional investor claims regarding investment advisor fees, and class actions concerning mutual fund marketing practices

Our data shows that they have recently outsold pension fund advisers on a dollar - for - dollar basis, and the advisers have been very active sellers.

If you're looking for the personal touch and broad financial advice, you're probably best off looking for a non-bank independent mutual fund adviser.

«Given the significant consequences of acting as an unregistered broker - dealer and the increased attention being given to this issue by the SEC staff, private - fund advisers should consider reviewing their practices to determine whether any activities that may be approaching or crossing the line would require broker - dealer registration,» David Blass, the chief counsel of the SEC's division of trading and markets, suggested in a speech last April.

You can speak with a funding adviser and find out how much your business qualifies for.

The metamorphosis from postdoc to funding adviser was not painless.

A funding adviser is employed to oversee the administration of bids for research and other educational funding, advise on the «ins and outs» of various funding schemes, and help university staff to manage their research projects effectively.

A second handy feature is that research funding advisers are often experienced postdoctoral researchers who have moved into a different role.

Martin Coomber, a funding adviser for the business - angel network South East England Capital Alliance, was looking for investment opportunities at Venturefest.

Mutual funds sold in Canada tend to have high fees: for a balanced portfolio of stock and bond mutual funds, you'll typically pay a bit less than 2 % a year through a bank branch, or a bit more than 2 % through an independent mutual fund adviser.

We'll profile the three major types of investing professionals: mutual fund advisers, brokers, and private investment counselors (also known as portfolio managers).

Unlike with a mutual fund adviser, if you're paying on a percentage basis, you can negotiate lower fees as your nest egg grows.

Did I ask about management expense ratios (MERs) on the funds our adviser recommended?

Your mutual fund adviser may brag about his ability to attain whopping double - digit returns, but don't bet your retirement savings on it.

You may take the service of any trusted mutual fund adviser or fee only financial planner.

Any place but Wall Street Some fund advisers seem to identify themselves with their location.

Exchange - traded funds are defined under law as mutual funds and therefore mutual - fund advisers are technically licensed to sell the products.

Written for the plan sponsor community, TIREL — Americas gives pension fund advisers, consultants and others serving this industry inside information on investment patterns, trends and strategies.

Boston - based NET Properties Management Inc., a pension fund adviser, has acquired two Charlotte, N.C., shopping centers for $ 31 million from partnerships affiliated with The Crosland Group Inc., Charlotte.